Dezerv Wealth Monitor 4+
MutualFund PortfolioReviewTool
Dezerv Investments Private Limited
Designed for iPhone
-
- Free
iPhone Screenshots
Description
Smart tool for mutual fund analysis & investment tracking.
Dezerv Wealth Monitor - Mutual Fund Portfolio Review Tool Join thousands of investors getting expert reviews on mutual funds worth 2800 CR+ by downloading the Dezerv Wealth Monitor app today.
Dezerv Wealth Monitor is a one-of-a-kind app that helps you review and improve your portfolio with expert recommendations.
With Dezerv Wealth Monitor, you can identify underperforming funds, track your portfolio performance, and get timely corrective actions.
Our team of seasoned investment experts, with over 20 years of experience and a track record of managing INR 50,000 Cr of funds, will analyze your mutual fund portfolio and provide expert recommendations.
Get your portfolio reviewed in under 10 minutes at no cost.
Onboard your own team of experts who know what to do with your portfolio and when.
Download the Dezerv Wealth Monitor app today and take the first step towards a better investment experience.
Dezerv Wealth Monitor - Mutual Fund Portfolio Review Tool is offered through Dezerv Distribution Services Private Limited, an AMFI-registered mutual fund distributor with ARN-248439. Mutual Fund Investments are subject to market risks, read all scheme-related documents carefully. To know more about our services, please visit: https://www.dezerv.in/ipa/
What’s New
Version 0.5.4
Our latest update contains better portfolio analysis with better-combined portfolio support.
Ratings and Reviews
Told me the true reality
The wealth monitor app has its pros and cons. Pros are that it genuinely tells you which of your MFs are not being the benchmark and that helps you to remove underperforming funds. Yes, they do want to book a call with an investment expert but that’s just one part of it. You don’t have to invest, I think a 20 min call to understand more about your portfolio isn’t bad. It’s not like they’re forcing you to invest with them. Some of the reviews I feel are frustrated people who just want everything for free.
Helped me start investing better!
I have been investing for years now. This was the first time someone gave me an objective review of my investments both in the app and on the call with their experts. The expert also helped me clearly identify what to do to improve my portfolio based on the current market.
Would highly recommend using the app and talking to their experts.
Most negative comments from overly smart people
I believe the analysis of the funds is fairly good, and the consideration for diversification is also commendable. Some people believe that the top-performing funds are the best, but that’s not necessarily true. The leading funds change every 2-3 years. If you want peace of mind in your investments, this approach is the best.
App Privacy
The developer, Dezerv Investments Private Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Identifiers
- Usage Data
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- Identifiers
- Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Usage Data
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Dezerv Investments Private Limited
- Size
- 82.1 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.0 or later.
- iPod touch
- Requires iOS 12.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2021-2024 Dezerv
- Price
- Free